United Capital Financial Advisors’s Exicure XCUR Stock Holding History

United Capital Financial Advisors’s Portfolio XCUR Stock Details XCUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,357	Closed	-$79K	–	1158
2022 Q2	$79K	Buy	7,357 +7,112	+2,903%	+$150K	﹤0.01%	1097
2022 Q1	$7K	Hold	245	–	–	﹤0.01%	1159
2021 Q4	$7K	Hold	245	–	–	﹤0.01%	1199
2021 Q3	$44K	Hold	245	–	–	﹤0.01%	1184
2021 Q2	$55K	Hold	245	–	–	﹤0.01%	1204
2021 Q1	$80K	Hold	245	–	–	﹤0.01%	1164
2020 Q4	$65K	Hold	245	–	–	﹤0.01%	1167
2020 Q3	$64K	Hold	245	–	–	﹤0.01%	1126
2020 Q2	$90K	Hold	245	–	–	﹤0.01%	1144
2020 Q1	$0	Hold	245	–	–	﹤0.01%	1387
2019 Q4	$105K	Hold	245	–	–	﹤0.01%	1324
2019 Q3	$93K	Buy	+245	New	+$93.7K	﹤0.01%	1247

Other funds holding XCUR

Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's XCUR Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Exicure (XCUR) in Q3 2022, closing a stake of 7,357 shares — an estimated $79K sold.

United Capital Financial Advisors first reported a position in XCUR in Q3 2019 and held it in 12 quarters. The position peaked at $105K in Q4 2019. 17 funds tracked by Wall St. Rank hold XCUR as of Q3 2022.

United Capital Financial Advisors reported no remaining Exicure position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 7,357 Exicure shares in Q3 2022, an estimated $79K.
United Capital Financial Advisors first reported a position in Exicure in Q3 2019 and held it in 12 quarters.
United Capital Financial Advisors's Exicure position peaked at $105K in Q4 2019.
17 funds tracked by Wall St. Rank held Exicure as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.